AHEPA CHARITABLE AND EDUCATIONAL CORPORATION (EIN 042443575) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1934

Legal Domicile

Principal Officer

JASON D VERGADOS

Phone

6177316633

Tax Period

2025-01-01 to 2025-12-31

AHEPA CHARITABLE AND EDUCATIONAL CORPORATION, founded in 1934, is a small nonprofit that reported $121K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $51K, a strong 42% operating margin.

Mission

GREEK AMERICAN CHARITABLE, EDUCATIONAL, AND FRATERNAL ORGANIZATION IN THE BOSTON, MA AND EASTERN MASSACHUSETTS AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $575

Program Service Revenue $0

Investment Income $120,021

Other Revenue $0

TOTAL REVENUE $120,596

Expense Breakdown

Grants Paid $53,292

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,748

Other Expenses $16,745

TOTAL EXPENSES $70,037

Year-over-Year Comparison

	2025	2024	Change
Revenue	$120,596	$137,710	-0.1%
Expenses	$70,037	$61,294	+0.1%
Net Income	$50,559	$76,416	-0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON D VERGADOS	PRESIDENT	002.00	Officer Director	$0	$0	$0
CHRIS G ALEX	TREASURER	002.00	Officer Director	$0	$0	$0
MICHAEL H THEODORE	SECRETARY	002.00	Officer Director	$0	$0	$0
LOUIS J DAKOYANNIS	DIRECTOR	002.00	Director	$0	$0	$0
DEAN PAPAGEORGAKIS	DIRECTOR	002.00	Director	$0	$0	$0
WILLIAM KAZIS	DIRECTOR	002.00	Director	$0	$0	$0
CHRISTOS C TSIOTOS	DIRECTOR	002.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$120,596	$70,037	$1,497,962	$50,559
2024	$137,710	$61,294	$1,349,871	$76,416
2023	$107,718	$99,772	$1,194,057	$7,946
2022	$205,213	$70,198	$1,133,293	$135,015
2021	$79,081	$67,378	$1,385,639	$11,703
2020	$343,065	$44,660	$1,256,288	$298,405

AHEPA CHARITABLE AND EDUCATIONAL CORPORATION